BNY Mellon UK Opportunities Inst W Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.47%
  • 3 Year sharpe0.52
  • 3 Year alpha2.33
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.80%
  • IA SectorUK All Companies
  • Manager GroupBNY Mellon
  • DomicileUnited Kingdom
  • ISINGB00B7RLX837

Investment Strategy

The Sub-Fund aims to achieve capital growth over the long term (5 years or more). The Sub-Fund is actively managed and invests at least 70% of its assets in a concentrated portfolio of UK equities (company shares), including ordinary shares, preference shares and other equity-related securities. UK companies are defined as those that are either domiciled, incorporated or which have significant business in the UK.

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